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The efficacy of robust optimization spans a variety of settings with uncertainties bounded in predetermined sets. In many applications, uncertainties are affected by decisions and cannot be modeled with current frameworks. This paper takes…

Optimization and Control · Mathematics 2018-03-29 Omid Nohadani , Kartikey Sharma

This paper studies a robust utility maximization problem for intractable claims under distributional ambiguity, where the distribution of the claim cannot be inferred from market information and its dependence with tradable assets is…

Optimization and Control · Mathematics 2026-04-17 Guohui Guan , Zongxia Liang , Xingjian Ma

This paper studies a continuous-time optimal portfolio selection problem in the complete market for a behavioral investor whose preference is of the prospect type with probability distortion. The investor concerns about the terminal…

Portfolio Management · Quantitative Finance 2022-11-11 Jing Peng , Pengyu Wei , Zuo Quan Xu

We establish the existence of minimizers in a rather general setting of dynamic stochastic optimization without assuming either convexity or coercivity of the objective function. We apply this to prove the existence of optimal portfolios…

Optimization and Control · Mathematics 2015-04-09 Teemu Penannen , Ari-Pekka Perkkiö , Miklós Rásonyi

This paper is concerned with the axiomatic foundation and explicit construction of a general class of optimality criteria that can be used for investment problems with multiple time horizons, or when the time horizon is not known in…

Portfolio Management · Quantitative Finance 2014-02-03 Sergey Nadtochiy , Michael Tehranchi

We study optimal investment problems under the framework of cumulative prospect theory (CPT). A CPT investor makes investment decisions in a single-period financial market with transaction costs. The objective is to seek the optimal…

Portfolio Management · Quantitative Finance 2016-11-15 Bin Zou , Rudi Zagst

We consider an investor, whose portfolio consists of a single risky asset and a risk free asset, who wants to maximize his expected utility of the portfolio subject to the Value at Risk assuming a heavy tail distribution of the stock prices…

Portfolio Management · Quantitative Finance 2020-12-02 Subhojit Biswas , Diganta Mukherjee

In this article we consider a special case of an optimal consumption/optimal portfolio problem first studied by Constantinides and Magill and by Davis and Norman, in which an agent with constant relative risk aversion seeks to maximise…

Mathematical Finance · Quantitative Finance 2014-09-12 David Hobson , Yeqi Zhu

In this paper, we study the robust optimal investment and risk control problem for an insurer who owns the insider information about the financial market and the insurance market under model uncertainty. Both financial risky asset process…

Numerical Analysis · Mathematics 2022-07-15 Chao Yu , Yuhan Cheng , Yilun Song

How to guarantee that firms perform due diligence before launching potentially dangerous products? We study the design of liability rules when (i) limited liability prevents firms from internalizing the full damage they may cause, (ii)…

Theoretical Economics · Economics 2020-12-10 Francisco Poggi , Bruno Strulovici

This paper proposes two approaches that quantify the exact relationship among the viability, the absence of arbitrage, and/or the existence of the num\'eraire portfolio under minimal assumptions and for general continuous-time market…

General Finance · Quantitative Finance 2014-06-20 Tahir Choulli , Jun Deng , Junfeng Ma

We investigate the impact of capital gains taxes on optimal investment decisions in a quite simple model. Namely, we consider a risk neutral investor who owns one risky stock from which she assumes that it has a lower expected return than…

Portfolio Management · Quantitative Finance 2015-01-05 Christoph Kühn , Budhi Arta Surya , Björn Ulbricht

In this paper, we investigate risk minimization problem of derivatives based on non-tradable underlyings by means of dynamic g-expectations which are slight different from conditional g-expectations. In this framework, inspired by [1] and…

Portfolio Management · Quantitative Finance 2012-08-13 Tianxiao Wang

We present an approach to derivative exposure management based on subjective and implied probabilities. We suggest to maximize the valuation difference subject to risk constraints and propose a class of risk measures derived from the…

Portfolio Management · Quantitative Finance 2010-04-08 Ulrich Kirchner

This paper investigates well posedness of utility maximization problems for financial markets where stock returns depend on a hidden Gaussian mean reverting drift process. Since that process is potentially unbounded, well posedness cannot…

Portfolio Management · Quantitative Finance 2024-07-25 Abdelali Gabih , Hakam Kondakji , Ralf Wunderlich

A retention strategy based on an enlightened lapse model is a powerful profitabilitylever for a life insurer. Some machine learning models are excellent at predicting lapse,but from the insurer's perspective, predicting which policyholder…

Statistics Theory · Mathematics 2023-07-14 Mathias Valla , Xavier Milhaud , Anani Ayodélé Olympio

We consider a discrete-time model of a financial market where a risky asset is bought and sold with transactions having a transient price impact. It is shown that the corresponding utility maximization problem admits a solution. We manage…

Portfolio Management · Quantitative Finance 2025-11-18 Lóránt Nagy , Miklós Rásonyi

This paper is concerned with the uniqueness issue of open-loop equilibrium investment strategies of dynamic mean-variance portfolio selection problems with random coefficients. A unified method is developed to treat both the problems with…

Optimization and Control · Mathematics 2018-02-06 Tianxiao Wang

We study principal-agent problems in which a principal commits to an outcome-dependent payment scheme (a.k.a. contract) so as to induce an agent to take a costly, unobservable action. We relax the assumption that the principal perfectly…

Computer Science and Game Theory · Computer Science 2021-06-02 Matteo Castiglioni , Alberto Marchesi , Nicola Gatti

Automated investment managers, or robo-advisors, have emerged as an alternative to traditional financial advisors. The viability of robo-advisors crucially depends on their ability to offer personalized financial advice. We introduce a…

Portfolio Management · Quantitative Finance 2020-11-25 Agostino Capponi , Sveinn Olafsson , Thaleia Zariphopoulou
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